Evitec Solutions Pace
Evitec Solutions Pace is a customer engagement platform for banks and insurers. It brings together the full customer-meeting workflow in one workspace: preparation, the meeting itself, and follow-up. Evitec Solutions Pace connects CRM, core systems, BI tools, and AI assistance in a single interface — so advisers can focus on the customer rather than switching between systems.
Evitec Solutions Pace brings customer development goals into daily work, where they guide each individual meeting. Evitec Solutions Pace is a SaaS service: fast to deploy and expandable as needs develop
Who is Evitec Solutions Pace designed for?
Evitec Solutions Pace is designed for banks and insurers where the core of the business is purposeful, expert-led customer meetings — advisory, sales, and relationship management.
For the adviser, Evitec Solutions Pace is the daily workspace. For business leadership, it is a way to embed a consistent, differentiated operating model into every customer meeting — and to manage the quality of those meetings alongside volume.
What problems does Evitec Solutions Pace solve?
These are the problems we have worked through with banks and insurers.
Advisers spend their time on systems, not customers.
The information and tools needed to manage a customer relationship exist — but they are scattered across CRM, core systems, BI tools, and documents. A significant share of working time goes to navigating systems rather than to customer work.
Strategy doesn’t reach the customer meeting.
Strategies and service models get updated, but they live in presentations and reports. Customer work continues as before: time is not invested in the right customers and activities, and the intended competitive differentiation never materialises.
Best practices don’t scale.
Without support for rolling out a common operating model, quality and results vary by individual. Onboarding new advisers is slow, and expertise leaves when people do.
Customers don’t see the value of what’s being proposed.
When customers cannot understand their options and the impact on their own situation, deals don’t close and results stay below potential.
What does Evitec Solutions Pace do?
Five capabilities. One workspace.
1. One workspace for customer meetings
A unified interface connects CRM, core systems, BI tools, and AI services. Pace visualises information, guides workflows, and turns raw data into insight that supports customer work — without requiring changes to core systems.
2. Strategy translates into daily customer work
Playbooks automatically build an agenda for each meeting based on the customer’s situation, segment, and meeting type. AI interprets data into real-time customer insight, and AI-assisted follow-up actions — CRM entries, follow-up messages, and action plans — make sure agreed actions are actually completed. The Meeting Success Rate metric tracks meeting quality alongside volume.
3. Show the customer the value
Calculations and charts update in real time during the meeting, so customers see the impact of their choices immediately. Calculations can run directly in the core systems: the figures presented are always accurate, and carry over to execution as-is. Presentations carry the organisation’s own brand.
4. Scale best practices
AI-supported, situation-specific playbooks turn organisational expertise into individual adviser capability. New advisers become productive quickly, with the tool guiding them through the right steps. Skills and best practices scale across the team.
5. Customer development and data capture
Each meeting deepens the customer relationship and captures structured customer and market data. Relevant products are surfaced based on the customer’s situation and segment, making cross-selling natural rather than pushed. Leads and follow-up actions are not lost, and captured data flows into CRM and data warehouses for use across the organisation.
What Evitec Solutions Pace is not
- Evitec Solutions Pace is not a CRM replacement. CRM manages customer data; Pace manages the customer meeting. Pace works alongside CRM — it does not replace it.
- Evitec Solutions Pace is not a core system replacement or customisation project. Pace builds on existing system investments and increases their value in customer work.
- Evitec Solutions Pace is not an AI project. AI is an enabler within the customer-meeting process, not the end product. AI use cases run inside the tool in a secure environment.
How is Evitec Solutions Pace deployed?
We start with a shared discovery phase and business case: we define use cases, validate technical requirements, and provide a fixed-price commitment for the deployment.
This is followed by a focused, time-bounded go-live. Once results tied to business objectives are confirmed, the scaling phase begins.
Progress is grounded in validated business outcomes, and project risk and costs stay manageable.
Benefits
- Customer strategy translates into daily work: segmentation, priorities, and profitability targets guide every meeting
- Cross-selling increases and customer lifetime value grows, because recommendations are based on the customer’s actual situation
- Best practices scale across the organisation without continuous training, and new advisers reach productivity quickly
- AI becomes part of everyday work, not a separate project
- IT costs stay manageable: Pace runs on top of existing systems, without a core system project
Key features
- SaaS service: fast deployment and phased integration expansion
- Unified interface connecting CRM, core systems, BI tools, and AI services
- Situation-specific playbooks based on customer segment, situation, and meeting type
- Presentation tool with dynamic visual calculators — customers understand their situation and the value of recommended solutions
- AI-assisted follow-up: CRM entries, follow-up messages, and action plans
- Expandable with Evitec’s AI, data, and integration services
- Security and regulatory compliance: ISO/IEC 27001 certified partner, 30+ years of experience in financial services
Interested?
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